Stock Market Today (25 Jun 26): Nifty up by 0.43% and Sensex up by 0.52%

Indian markets are likely to be unstable today amid positive cues from the broader Asian markets, foreign fund outflows, and a decline in crude prices. The previous session ended the day with positive sentiment after a senior U.S official said that the United States and India are "very, very close" to concluding a bilateral trade deal benefiting both nations.

Global cues

• Both Asian markets and U.S markets traded mixed following the reports that at least 20 oil tankers carrying around 35 million barrels of crude passed through the Strait of Hormuz after an agreement between the U.S and Iran to reopen the key shipping route.

Gift Nifty

• On June 25, 2026, the GIFT Nifty traded in green, signalling a positive start to the day amid strong cues from broader Asian markets.

Asian Markets

• Asian markets, except the Hang Seng, traded higher amid easing geopolitical tensions in the Middle East and improving global market sentiment.
• Hang Seng traded lower, dragged by losses in Tencent Holdings down by 2.38%, HSBC Holdings PLC by 0.67%, and Industrial and Commercial Bank of China by 1.48%.

US & European Markets

• The Dow Jones traded higher amid gains in Home Depot up by 5.35%, Sherwin-Williams by 3.12%, and 3M by 2.49%.
• Nasdaq traded lower, dragged by losses in Cerebras Systems, down by 19.6% after the company forecasted full-year profit margins would drop below first-quarter figures in its debut report after going public.
• S&P 500 traded in the green, led by gains in Micron technology shares, which rose by almost 15% after the chipmaker reported fiscal third-quarter results that topped analysts' expectations.

• The United Kingdom’s FTSE traded in green, led by a rally in real estate stocks, after Segro rejected U.S.-based Prologis' $16.6 billion ‌bid.
• The French index, CAC, traded in green, amid gains in Saint-Gobain up by 3.31%, L'Oréal by 3.05%, and Danone by 2.84%.
• The German index, the DAX, closed trading lower, due to losses in Rheinmetall down by 19.06%, Deutsche Bank by 2.58%, and RWE by 2.50%.

Commodities

• Crude oil prices traded lower as progress in U.S-Iran peace efforts improved the supply outlook. 
• Precious metals, such as gold and silver, continued to trade in the red amid continuous selling pressure.
• Natural gas traded higher as U.S weather forecasts shifted to hotter, potentially boosting the demand from electricity providers to power air-conditioning.

Currency Movements

• The dollar index traded lower amid selling pressure after a recent rally.
• The pound sterling and euro rose against the rupee as foreign investors exited the Indian markets.

Sectors to watch

• Telecom Sector: Telecom equipment manufacturers seek clearer policy guidelines for Pro Tem certificates, essential for selling products like 5G equipment from the Department of Telecommunications amid a struggle with the government's demand for guaranteed vulnerability-free gear, citing the rapid evolution of cyber threats.
• Oil & Gas Sector: India booked a supertanker to transport oil from the Persian Gulf at a rate of almost nine times benchmark freight costs, which reflects the shortage of availability, driven by increased exports.
• Banking Sector: The RBI updated foreign exchange exposure rules for banks by simplifying calculations by merging onshore and offshore positions and allowing inclusion of overseas earnings.

Stocks to watch

• Embassy Developments: Embassy Developments signed an MoU with the Government of Uttar Pradesh for a proposed large-scale commercial development in Lucknow, involving an investment of around ₹1,500 crore.
• Life Insurance Corporation of India: Life Insurance Corporation of India’s Chief Financial Officer Sunil Agrawal resigned from the role, effective July 14.
• Jubilant Pharmova: Jubilant Pharmova’s subsidiary, Jubilant Generics, received a rectification order for Assessment Year 2023-24, reducing the total tax adjustments from ₹107.89 crore to ₹42.41 crore, thereby restoring tax losses amounting to ₹65.48 crore.
• HCL Technologies: HCL Technologies expanded its partnership with Nokia for accelerating the adoption of autonomous networks through AI-driven network automation and the co-innovation of network automation RAN applications (rApps), including four new rApps hosted on Nokia's SMO marketplace.

FII and DII Inflows - 24th June 2026

(The above numbers are in ₹ Cr)

• On 24th June, net fund inflows were at ₹1,793.86 crore, with domestic institutional investors as net buyers, supporting the markets, and foreign institutional investors as net sellers, booking profits.

Global Events & Updates

• On June 25, the United States will release the Final GDP growth data for Q1.
• Mexico will release the unemployment data for May 2026 today.
• Italy will release the annual and monthly industrial sales data for April 2026 today.

Things to look out for

• Mexico’s annual core inflation rate eased to 4.12% in the first half of May 2026. 
• According to preliminary estimates, Canada’s manufacturing sales are forecasted to rise 1.1% MoM in May 2026, following a 4.2% increase in April.